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Dimensional US Small Cap Value ETF

522 hedge funds and large institutions have $5.03B invested in Dimensional US Small Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 267 increasing their positions, 124 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
522
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GLLW
351
Graves Light Lenhart Wealth
Virginia
$646K
CWM
352
CarsonAllaria Wealth Management
Illinois
$643K
JWM
353
JDH Wealth Management
California
$631K
BTWM
354
Baker Tilly Wealth Management
Wisconsin
$629K
EH
355
Equitable Holdings
New York
$623K
FVIM
356
Fort Vancouver Investment Management
Washington
$620K
HA
357
Hanover Advisors
South Carolina
$617K
AFO
358
Aurelius Family Office
New Hampshire
$613K
CPW
359
Cogent Private Wealth
Florida
$592K
AWP
360
Astra Wealth Partners
New Jersey
$590K
HKIMG
361
Hutchens & Kramer Investment Management Group
Indiana
$589K
ALWM
362
Andrews Lucia Wealth Management
California
$588K
PMIM
363
Prudent Man Investment Management
Colorado
$577K
PA
364
Powerhouse Assets
Massachusetts
$574K
Mercer Global Advisors
365
Mercer Global Advisors
Colorado
$574K
JIC
366
Joel Isaacson & Co
New York
$565K
SWM
367
Spire Wealth Management
Virginia
$565K
SCM
368
SB Capital Management
California
$559K
FLPIM
369
F.L. Putnam Investment Management
Massachusetts
$555K
CA
370
Claris Advisors
Missouri
$553K
IA
371
IFP Advisors
Florida
$545K
VP
372
Verisail Partners
Georgia
$541K
CAM
373
Clark Asset Management
New Hampshire
$536K
KPWS
374
Kestra Private Wealth Services
Texas
$528K
2L
375
25 LLC
Missouri
$527K